Benningfield Financial Advisors, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 134950
- Registered since
- March 28, 2014
- Website
- www.benningfieldadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.56%
- Charitable Organizations1.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Benningfield Financial Advisors, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2014. The firm is owner-operated and focuses on individual and family clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its billing options include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and lists an industry affiliation with a law firm. It is not structured as a capital allocator or a pension consultant; its core advisory services center on planning and portfolio management rather than running third-party funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents11%
- Exchange Traded Equities4%
Contacts
3 of 3
Milo Benningfield
Managing MemberCRD 4937721
Richard Truong
Client Service AssociateCRD 6277528
Michael Johnson
Associate Investment AdvisorCRD 4513098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$124M in ETFs
55%
$68.4M
45%
$56M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $27.7M | 504,434 | 22.31% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1160 Battery St
- Time zone
- PT (UTC-8)
- Office locations
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